High Net Worth Advisory Group’s Mastercard MA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $475K | Sell |
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|
2025
Q1 | $853K | Sell |
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|
2024
Q4 | $825K | Hold |
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|
2024
Q3 | $773K | Sell |
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|
2024
Q2 | $711K | Hold |
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|
2024
Q1 | $776K | Hold |
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|
2023
Q4 | $687K | Hold |
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|
2023
Q3 | $638K | Buy |
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|
2023
Q2 | $616K | Buy |
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|
2023
Q1 | $551K | Buy |
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|
2022
Q4 | $511K | Sell |
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|
2022
Q3 | $504K | Sell |
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|
2022
Q2 | $875K | Buy |
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|
2022
Q1 | $314K | Buy |
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|
2021
Q4 | $279K | Buy |
|